Table
of Contents
1.0 Overview
1.1 Report types
2.0 Editing and Printing Reports
2.1 Running/Previewing Reports
2.1.1 Exporting
Data to Another Format
2.2 Editing Crystal Reports
2.2.1
Fields
2.2.1.1
Adding Fields
2.2.2
Formatting Fields
2.2.3
Grouping Fields
3.0 Advanced Editing Features
3.1 Formulas
3.1.1. Editing
Formulas
3.1.1.1
Syntax
3.1.1.2
Creating Formulas
3.1.1.3
Casting Numbers as Currency
3.2 Running Totals
3.2.1 Creating a
Running Total
3.3 Data Sources
3.3.1
Adding Tables
3.3.2 Stored
Procedures
3.4
Subreports
3.5 Parameters
3.5.1 Setting
'User' Name
3.5.2 Defining the
Default Value of a Parameter
3.5.3 Supported
Parameters
3.5.4 Passing
Parameters on to Subreports by Name
4.0 Saving Reports
5.0 Managing Crystal Reports
5.1 Managing the Report List
5.1.1 Adding New
Crystal Reports to ServiceCEO
5.1.2 Editing the
Report Description and/or Section
5.1.2.1
The RPT File Location
5.1.3 Removing
Crystal Reports from ServiceCEO
5.2 Networking
6.0 Additional Information
Vocabulary
This document will describe the Crystal Reports® that are
available through ServiceCEO® and the basic methods available to you
for modifying them.
1.1 Report Types
ServiceCEO contains two types of
reports:
1.
Standard
Reports - Reports
that are designed into ServiceCEO. Standard reports are designated by the 
icon in the Available
Reports window. These reports can only be modified through product updates to
ServiceCEO.
2.
Crystal
Reports -
Reports that run via an embedded Crystal Reports module (a third party
reporting solution provided by Business Objects). Crystal Reports are designated by the 
icon in the Available
Reports dialog box. To edit these reports, users must either purchase a full
copy of Crystal Reports version 9.0 or obtain an Integrated Crystal Reports
Designer License through Insight Direct.
For more on basic
reporting, please see the Reports chapter of the ServiceCEO User's Guide,
located at http://www.insightdirect.com/docs/usersguide.pdf.
To preview a Crystal Report:
1.
Select
Reports from the Navigator Bar. The Available Reports dialog
box appears.
2.
Click
the appropriate report category button.
3.
Select
the report you would like to run.
4.
Click Select.
The Report Options dialog box appears.
5.
Select
the appropriate report criteria.
6.
Click Preview
to preview the report before printing. A preview of the report
appears.
The Report Preview page enables you to view your report before you print
it out. To navigate between the report records, use these buttons:
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First
record
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Previous
record
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Next
record
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Last
record
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To export data from a Crystal Reports report and save it in another
format:
1.
Click 
. The Export
Report dialog box appears:
2.
Select
the format you would like to use from the Format drop-down list in the
Export dialog box.
3.
Click OK.
To customize a Crystal Report, you must first preview it. For details on
previewing a report, see Running/Previewing
Reports.
From the Report Preview page, click 
to
edit the report. The Design Page appears:
There are two views on the Report Preview page:
- Customize. This view enables you to make changes to the report. Click to display
this view.
- Preview. This view displays how the report will appear when run. Click
to display this
view.
When you make changes to the report, it is a good idea to preview them
to make sure the changes work correctly. You can toggle back and forth between
the Customize and Preview views at any time.
For details on how to edit various sections of the report, see the
sections below.
Use the different branches of the tree on the left side of the designer
view to access the different types of fields in your report. From here, you can
editing, renaming, or deleting formulas, creating new formulas, or inserting
formula fields into your report.
- Database
Fields. A
database is a receptacle designed to store related data. Each database
record is made up of one or more database fields. Each database field can
hold one piece of data (aka value).
- Formula
Fields. A
formula is an equation designed to produce specific data for your report.
You
can use formulas to perform many calculations, including the calculation
of numeric values and the comparison of multiple values.
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Tip:
Creating a formula field is similar to creating a formula in Microsoft Excel.®
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- Parameter
Fields. A parameter field will prompt
the user to enter a value when used. You can use parameter fields for
report titles, record selection, sorting, and a variety of other uses.
Using parameter fields enables you to create a single report that you can
modify quickly to fit a variety of needs.
- Group Name
Fields. A group is a set of records
that are related to each other in some way. For example, you might group
together all of your customers in the same Zone. A Group Name field is
created when you insert a group into your report. The Group Name Fields
list displays the Group Name fields currently in your report.
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Tip:
Unlike other types of fields, you cannot create a Group Name field through
the Field Explorer. Group Name fields are only created when you insert a group
into your report.
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- Running Total
Fields. A running total totals all
records (in the report, in the group, and so forth) up to and including
the current record. For example, if your first three records have values
of 2, 4, and 6, the running total for each of the three records would be
2, 6, and 12, respectively. You can use running totals to create
customized summaries and totals. For more, see Running Totals.
- Special Fields.
General information, such as
Page Numbers, Print Date, and Report Comments, are located in the Special
Fields list.
- Unbound
Fields. Fields with no specific
format.
A database field is a specific field in the ServiceCEO database that can
be imported into your report. The list of current database fields appears on
the left side of the screen under the Database Fields icon. Expand this icon
for a complete list of available database fields.
Fields generally come from two types of data sources:
- An existing
table in ServiceCEO. Examples include:
- RawCustRecord - all of the fields located
in a customer record
- RawServLocRecord - all of the fields located
in a Service Location
- RawBillLocRecord - all of the fields stored in
a customer's Bill To location
- Stored
Procedures - a pre-compiled collection of
SQL statements and optional control-of-flow statements (i.e., variables, conditional expressions, and variable
arguments) stored under a name and processed as a unit. For
example, in the Work Order report, there are two stored procedures: WorkOrders
and WorkOrderItems. A stored procedure can be used to define a SQL
query that you can use over and over again.
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Tip:
If the stored procedure is designed to prompt a
user for information on which to base its query, Crystal Reports will prompt
you for that information when you select the stored procedure for your
report.
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To add a field to a Crystal Report:
1.
Open
the Design View page for the report that you want to edit.
2.
Expand
the Database Fields icon.
3.
Navigate
to the field you want to include.
4.
Click
and drag this field to the location where you would like it to appear on the
report.
5.
Click 
. Your changes
appear.
6.
Repeat
steps 3-5 to add additional fields to the report. You can toggle between the
Preview and Customize views as necessary by clicking the appropriate button.
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Note:
Each field that is present in the current report will have a check mark
added in front of its name in the Field Explorer.
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5.
Click Save
and Close. For more on saving your report, see the Saving
Reports
section.
6.
Run
the report in the usual manner.
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Caution:
If you click Close and close the report without first saving
your changes, your modifications will be lost! Be sure to save your changes
before closing this dialog box. See Saving Reports for details.
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To adjust the formatting (font, display, style, alignment, etc.) of a
report field:
1.
On the
right-side of the Report Preview page, right-click on the field whose
formatting you want to edit and select Format Field from the
pop-up menu. The Format Editor dialog box appears.
2.
Select
the formatting options you want to use from this dialog box. Note that you can
define a formula for each section by clicking 
. See
Formulas for more.
3.
When
complete, click OK.
More advanced features are accessible by right-clicking on the Database
Fields in the Main Report tab of the Report Preview screen. These
features include changing grouping, ordering and filtering, or adding new
database tables to the report. See Data
Sources
for more.
You can create and/or modify the grouping of fields in your report. To
do so:
1.
From
the Report Preview page, right-click Group Name Fields and
select Group Expert from the pop-up menu. The Group Expert
dialog box appears.
This dialog box enables you to group the fields located in the report.
2.
To
group by a specific field, select the field by which you want to group.
3.
Click
the right arrow button. The field you selected appears in the Group By list
box.
This level of grouping may be sufficient for you. However, if you'd like
to further define the grouping options for a printed report, continue from step
four.
4.
Select
a field in the Group By dialog box.
5.
Click Options.
The Change Group Options dialog box appears.
6.
Select
the name of the field by which you'd like to add an additional grouping rule
from the first drop-down list.
7.
Select
the grouping order from the second drop-down list.
8.
Click OK.
The Change Group Options dialog box closes.
9.
Click OK.
The Group Expert dialog box closes.
A formula is a symbolic statement of the actions you want to perform on
data before it is displayed on your report. These are used to provide an extra
degree of control over the report's output. Formula fields are constructed
using a simple scripting language, very similar to Visual Basic.You can use
formulas to calculate numeric values, compare one value to another and select
alternative actions based on the comparison, join multiple values into a single
string, and to perform a multitude of other operations.
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Tip:
Formula fields are fields that appear on the report after the @
symbol.
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To edit a formula field:
1.
Open
the Report Preview dialog box for the report containing the field whose formula
you want to edit.
2.
Right-click
on the field and select Edit Formula from the pop-up menu. The
Formula Workshop dialog box appears.
Edit the formula using this dialog box. For details, see the sections
below. When complete, click Save. Click Close
to close this dialog box.
Syntax is a set of rules that you must follow in order to create a
correct formula. There are two types of syntax: Crystal or Basic syntax. Almost
any formula written with one syntax can be written with the other. Reports can contain
formulas that use Basic syntax as well as formulas that use Crystal syntax. In
general, Basic syntax is similar to Visual Basic, the main difference being
that it has specific extensions that handle reporting needs. You can only use
one type of syntax when creating a formula.
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Note:
While you can choose between Basic Syntax or Crystal Syntax, all existing ServiceCEO
Crystal Reports use Basic Syntax for formula fields. Therefore, be sure to
switch to Basic Syntax when copying one of these formulas.
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You must follow the syntax rules to create correct formulas. Some basic
rules are:
- Enclose text
strings in quotation marks.
- Enclose
arguments in parentheses (where applicable).
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Caution:
Record selection and group selection formulas cannot be written in Basic
syntax; they can only be written in Crystal Syntax.
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1.
In the
Design View page, right-click Formula Fields and select New from
the pop-up menu. The Formula Name dialog box appears.
2.
Type a
name for the formula in the Name field.
3.
Click Use
Editor. The Formula Workshop appears with the Formula Editor active.
4.
Verify
that Basic Syntax is selected from the drop-down list.
5.
Enter
the formula by typing in the components or selecting them from the component
trees.
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Tip:
Press CTRL+SPACE to display a list box of available functions. If you've
already typed some text, the list box will display only the functions that
are possible matches for what you've typed. Double-click the function you
want to add it to the Formula Editor.
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6.
Click 
. If any syntax
errors are found in your formula, a Crystal Reports ActiveX Designer dialog box
appears, informing you of the problem.
7.
Fix
any identified errors.
8.
When
complete, click Close. A dialog box appears, asking you if you want to
save your changes.
9.
Click Yes.
Your new formula will appear in the Formula Fields section of the Designer
View.
10. To add the formula to your report,
select and drag it to the location where you want it to appear on your report.
11. Click Save and Close.
If a formula field results in a number that you want to display in a currency
format (i.e., $1,235.99), you must cast this number as currency in order to
ensure that it is correctly displayed. This step is essential because Crystal
Reports may read a field with a monetary amount NOT cast as currency as a
simple (non-currency) number, omitting the partial values (decimal values) from
the amount.
To cast a number as currency, use one of the following arguments:
- CCur (number)
- CCur (string)
For example:
' Forces the rate field to a CURRENCY
value so
Crystal will apply correct international formatting.
formula = CCUR ({WorkOrderItems.Rate})
A running total totals all records (in the report, in the group, and so
forth) up to and including the current record. For example, if your first three
records have values of 2, 4, and 6, the running total for each of the three
records would be 2, 6, and 12, respectively. You can use running totals to
create customized summaries and totals.
Running total fields are similar to summary fields, but provide you more
control over how the total is calculated and when the total is reset. Running
total fields are specifically suited to:
- Display totals
as they are accumulated record by record.
- Total a value
independent of the report's grouping.
- Total a value
based upon conditions you define.
- Total a value
after applying a group selection formula.
- Total a value
from the driving table in a one-to-many linking relationship.
1.
In the
Design View, right-click Running Total Fields and select New from
the pop-up menu. The Create Running Total Field dialog box appears.
2.
Type a
name for the running total field in the Running Total Name field.
3.
Select
the field you want to total from the Available Tables and Fields list
box.
4.
Click 
. The field will
appear in the Field to summarize field.
5.
Select
the type of running total you want to produce from the Type of summary drop-down
list. Your options will vary depending on the field you chose to summarize.
6.
In the
Evaluate section of the dialog box, click the appropriate option button. Your
options are:
o
For
each record. The running total will run for every
record.
o
On
change of field. The running total will only run when
a specified field has changed. Use the Add button (>) to copy a field from
the Available Tables and Fields list to the On change of field list.
o
On
change of group. The running total will only run when
a specified group has changed.
o
Use
a formula. The running total will use the
identified formula when performing its calculations. Click to create identify a
formula.
7.
In the
Reset section of the dialog box, click the appropriate option button.
o
Never.
This means that the running total will never reset; that is, the running total
continues throughout the report. your running total will perform its
calculations on that field throughout the entire report.
o
On
change of field. Use the On change of field list to
have your running total evaluate or reset when a designated field changes. Use
the Add button (>) to copy a field from the Available Tables and Fields list
to the On change of field list.
o
On changing
of group. The running total will run or reset
when a designated group changes.
o
Use
a formula. The running total will use a formula
to determine when to reset. Click to
create identify a formula.
8.
Click OK
to save the running total field. The program returns you to the Field Explorer
dialog box.
9.
Insert
the running total field in the Details section of the report.
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Note:
A running total field can be used on database fields and first-pass formulas,
but cannot be used on second-pass formulas or formulas that reference other
second-pass formulas. For more information, see the two pass definition for more.
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The following list identifies the records that are included in the
calculation when a running total is placed in the specified report sections.
This list assumes the running total is not reset.
- Report Header - only the first record in the report
- Page Header - all records up to and including the first record on the current
page
- Group Header - all records up to and including the first record in the current
group
- Details - all records up to and including the current record
- Group Footer - all records up to and including the last record in the current
group
- Page Footer - all records up to and including the last record on the current
page
- Report Footer
- all records in the report
Data for ServiceCEO reports can come from:
- Tables.
- Views.
- Stored
Procedures. Stored procedures are
pre-compiled collection of SQL statements and optional control-of-flow
statements stored under a name and processed as a unit. For more, see Fields.
1.
From
the Report Preview page, right-click Database Fields and select Database
Expert from the pop-up menu. The Database Expert dialog box appears.
2.
Expand
the Available Data Sources folder structure as displayed in the
screenshot above by clicking the appropriate plus signs. All of ServiceCEO's
tables are located in the Tables folder.
To add a table to the report, simply select the table you want to add
and click the right arrow button. 
The
table will appear in the Selected Tables list box.
To remove a table from the report, select the table you want to remove
in the Selected Tables list box and click the left arrow button. 
In retrieving data, the Stored Procedure is called, is wrapped through
COM (such a process was required due to a ‘known’ issue for Crystal Reports ),
and then the stored procedure accesses the ServiceCEO database to obtain the
data. An example of Stored Procedure can be seen in the Work Order report.
A subreport is a report within a report. It has all of the
characteristics of a regular report, but cannot include other subreports within
itself. Subreports can be free-standing or they can be linked to the data in
the primary report. You to insert as many subreports as you want into a regular
report.
There are four instances in which a subreport would typically be used:
- To combine
unrelated reports into a single report. See Combining unrelated reports by
using subreports.
- To coordinate
data that cannot otherwise be linked. See Using subreports with unlinkable
data.
- To present
different views of the same data within a single report. See Showing
different views of the same data in a report.
- To perform
one-to-many lookups from a field that is not indexed on the lookup field.
For more information, see One-to-many links.
For example, the picture below shows a report that contains the
“RSEmployees” subreport, designed to display the employees for each job type.
If no team is assigned to the job, it will be displayed as “unassigned” (Team
Name).
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Parameter Fields
Parameters prompt the user of a report to enter
information. Think of a parameter as a question that the user needs to answer
before the report is generated. The information that you enter, or the way in
which you respond, determines the information that appears in the report.
For example, in the Work Order report, the date range is
defined by two parameters: the Start Date (CEOStartDate)
and the End Date (CEOEndDate). The report
then uses the values the user selects (in ServiceCEO's Print Options dialog
box) to define a 'Time Frame'. The results returned by the report will fall
within this ‘Time Frame’ rather then returning the results for all time
periods.
The Parameter Fields list on the Main Report tab displays
the names of all the Parameter Fields currently in your report. You insert
Parameter Fields by dragging them into the report, or by selecting them and
then clicking Insert to Report.
You can create a New parameter field, Edit, Rename
and Delete the parameter field by right-clicking Parameter Fields
and select the appropriate value from the pop-up menu.
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All Parameter Fields must have a defined default value in order to avoid
being prompted for parameters at runtime.
To define a default value:
1.
From
the Report Preview page, click .
The Customize page appears.
2.
Right-click
on the parameter to which you want to define a default value and select Edit
from the pop-up menu. The Edit Parameter Field dialog box appears.
Other parameter options include:
- Allow
multiple values. Select this check box to
identify more than one default value for the parameter field.
- Discrete
value(s). Select this option button to
select only single values for the parameter field. If you have selected Allow
multiple values , you will be able to select more than one discrete
value for your parameter field, though those discrete values will continue
to function as single values as opposed to a range value.
- Range
value(s). Select this option button to select
a range of values for the parameter field.
- Discrete and
Range Values. Select this check box (if you
have selected the Allow multiple values check box) to enable the
selection of both discrete and range values for the parameter field.
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Note:
You can only select Discrete value(s) OR Range value(s). Both cannot be used
at the same time.
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3.
Click
Set Default Values. The Set Default Values dialog box appears.
- To add a default value: Type a value in the Select or enter value to add:
field and click to add the value to
the Default Values list box.
- To remove a default value: To remove the existing default value, select the value in the Default
Values list box and click .
4.
After
you've finished configuring the default values, click OK. The
Set Default Value dialog box closes.
5.
Click OK.
The Edit Parameter File dialog box closes.
ServiceCEO supports the following parameters. Note that they are
presented in no particular order.
- CEOTeamVocab
- CEOStartDate
- CEOEndDate
- CEOTeamID
- CEOEmployeeID
- CEOLoginID
- CEOJobID
- CEOInvoiceID
- CEOCustomerID
- CEOShowAddOn
- CEOServConStatusID
- CEOServConSubStatusID
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- CEOShowCompanyInfo
- CEOJobStatusID
- CEOJobSubStatusID
- CEOOrgID
- CEOBatchJobID
- CEOInvStatusID
- CEOInvCustOnly
- CEOOrgStructID
- CEOOrgStructLevel
- CEOOnlyUnsent
- CEOEstStatusID
- CEOEstSubStatusID
- CEOTaskStatusID
- CEOTaskSubStatusID
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Parameters that begin with "CEO" - such as ‘CEOStartDate’ and
‘CEOEndDate’ in the ‘Work Orders’ table - are scanned by ServiceCEO and used to
adjust the Print Options dialog box to provide user interaction.
If you have the same parameters in the ‘Subreport’ as those in the
‘Parent report’, name the Subreport's parameters the same as those in the
‘Parent Report’. Matching parameter names will ensure you will not be prompted
for parameters at runtime. For example, the ‘CEOCustomerID’ parameter is
present in the ‘Work Order’ report. If we want to pass that parameter within
the subreport, we need to rename the existing ‘CustomerID’ parameter in the
subreport to ‘CEOCustomerID’ by right-clicking on it and selecting Rename
from the pop-up menu.
When you are done editing a report, save your changes. All Crystal
Reports are saved as a Report Definition File (the RPT format).
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Caution:
Installing a ServiceCEO upgrade will update all of ServiceCEO's default reports
(located at C:\Program Files\ServiceCEO\Reports), overwriting all previous
versions. If you have edited any ServiceCEO reports and have NOT saved them
under a different file name (i.e., you have overwritten the default report
files with your own custom versions), be sure to save a copy of these files
elsewhere on your computer/network BEFORE proceeding with the upgrade. Rename
the copies of these report files using unique file names (the
rptWorkOrderAcmeCo.rpt, for example).
After the upgrade is complete, you may copy these renamed report files back
to the original ServiceCEO Reports folder or simply leave them in the
separate location in which they were copied. See Managing
the Report List
for more.
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To save a Crystal Report:
1.
On the
Report Preview page, click Save and Close to save your changes. A Save
Changes? dialog box appears.
2.
Click Yes
to save the report. An Overwrite Existing Changes? dialog box appears.
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Caution:
This dialog box is asking if you want to overwrite the existing report
definition file. You should only click Yes if you are making
further changes to a report you have previously modified and saved under a
different name. Do NOT overwrite any of the core system reports (listed
below).
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3.
Click No
to save the report yourself. You will click No most of the time, especially if
you are editing one of the core system reports, such as:
o
Work
Orders - rptWorkOrder.rpt
o
Invoices
- rptInvoice.rpt, rptClassicInvoice.rpt
o
Estimates
- rptEstimate.rpt, rptClassicEstimate.rpt
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Note:
We recommend that if you make changes to any of the reports that are shipped with
ServiceCEO, you save these changes under a different file name. Changing the
name of the RPT file ensures that the file will not be overwritten if you
update your ServiceCEO software. In fact, it is a good idea to save a backup
copy of edited reports on a different location on your network just in case
the edited report is accidentally overwritten.
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A Save As dialog box appears.
4.
Save
your report using a different file name and/or in a different location on your
computer.
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Note:
By default, report definitions are stored in the C:\Program
Files\ServiceCEO\Reports directory.
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5.
Click Save.
The report is saved.
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Caution:
It is a good idea to backup your customized reports. While reports that are
embedded in ServiceCEO are automatically backed up as part of the normal
database backup procedure, customized reports are not. Thus, it is a good
idea to have a copy of these reports in a safe place (and outside of the
C://Program Files/ServiceCEO directory) to ensure that you will have a copy
of the report if something happens to the original.
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A report file is a Report Definition File with an RPT extension -
for example, the Work Order report file is rptWorkOrder.rpt. By default,
each system in a networked environment will use its own (local) copy of the RPT
file when running a report. If you wish to centrally manage and distribute your
reports, you can edit the Reports List and specify an alternate location for
each report definition file.
To edit the Master Reports List, first log in to ServiceCEO as a system
administrator, and follow these steps:
1.
Select
Reports from the main navigator bar. The Available Reports
dialog box appears.
2.
Click Edit
List. The master Reports List page appears.
From this screen, you can do three things:
1.
Add
new custom Crystal Reports to ServiceCEO
2.
Edit
the configuration of existing ServiceCEO report (including the category,
description, and location of the report)
3.
Remove
your custom Crystal Reports from ServiceCEO
The ServiceCEO Reporting Engine can load reports built using the
Integrated Crystal Reports Designer License or the full version of Crystal
Reports 9. To add a report to ServiceCEO:
1.
Select
Reports from the Navigator Bar. The Available Reports dialog
box appears.
2.
Click Edit
List. The Report List dialog box appears.
3.
Click Add.
A new row will appear in the report list.
4.
Type a
name for the new report in the Report field.
5.
Select
a section for the new report from the Section drop-down list.
The report section is the report Category under which it appears on
ServiceCEO's main Available Reports page (e.g, Financial, etc.).
6.
Type a
description for the report in the Description field.
7.
Indicate
the Report Definition File location. See the Specifying
the Report Definition File Location section for more.
8.
Repeat
steps 3-7 to add additional reports.
9.
Click OK.
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Tip:
For a template you can use to create a brand new crystal report, download the
following report file: rptNew.rpt.
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5.1.2 Editing
the Report Description and/or Section
To edit the description
and/or section of a report:
1.
Select
Reports from the Navigator Bar. The Available Reports dialog
box appears.
2.
Click Edit
List. The Report List dialog box appears.
3.
Find
the report you want to edit and select it.
4.
To
change the report section, select a new section from the Section
drop-down list. The report section is the report Category under which it
appears on ServiceCEO's main Available Reports page.
There are six different sections:
1.
Customer
2.
Scheduling
3.
Employee
4.
Financial
5.
Quotes/Estimates
6.
Products/Services
5.
Edit
the report description by editing the text in the Description dialog
box.
6.
Repeat
steps 3-5 to edit additional reports.
7.
Click OK.
In most situations, you can
easily specify the location of the RPT file by selecting the first option
button on the Report List dialog box:
1.
Select
the Access the Report Definition from the following file: option
button.
2.
Click 
. The Select
Report File dialog box appears.
3.
Navigate
to the location where the report file (with an ".RPT" extension) is
located and select it.
4.
Click Open.
The name of the report definition file will appear in the field.
5.
Click OK.
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Note:
If you are only running ServiceCEO on one computer, you will have no problem
accessing the new reports. However, if you have multiple users accessing
ServiceCEO over a network, you will need to configure each user's application
to see the new report. This can be done in two ways:
- Each user indicates
the new report location by pointing it at the computer that has the new
report file (using the steps above)
- Each user can copy
the report file to their individual computer and manually add the new
report to ServiceCEO. See Adding New
Crystal Reports to ServiceCEO.
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Note:
You can also save the Report Definition File directly in the ServiceCEO
database by selecting the Save the Report Definition in the
ServiceCEO database option button. However, be aware that this
method may slow the performance of running reports on computers with remote
connections to ServiceCEO. See Networking
for more. Note that this option will increase the size of your database and
may slow your system performance.
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1.
Select
Reports from the Navigator Bar. The Available Reports dialog
box appears.
2.
Click Edit
List. The Report List dialog box appears.
3.
Find
the report you want to delete and select it.
4.
Click Delete.
A confirmation dialog box appears.
5.
Click OK.
The report will be deleted from the system.
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Note:
You will not be able to delete the default ServiceCEO system reports.
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Caution:
Deleting a custom report only removes the report from ServiceCEO. It does not
erase the RPT file from the C:\Program Files\ServiceCEO\Reports directory.
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If you wish to centrally
locate your report definitions for easier management, you have two options:
1.
Place
your RPT files on a network drive. Edit the report definition file location to
point to this new shared drive by clicking the button from the
Report List dialog box. Navigate to the network location where the report files
are located. See The
RPT File location for more.
2.
Load
the report definition files directly into the ServiceCEO database. This will
allow report access from any system which has access to ServiceCEO, regardless
of whether ServiceCEO is on a network or not.
For more on modifying
Crystal Reports, please attend the Crystal Reports Design class. For more information,
please point your browser to http://www.insightdirect.com/classes.html.
Data Field. A data field (or field) is the
basic building block of a record. Each record is made up of one or more data
fields, and each data field can hold one piece of data (known as a value). A
customer record in a typical customer mailing list database might contain data
fields similar to these: Name, Address, City, State, Zip, Phone, Fax. A data
field can be empty or contain a value. Data field data is generally displayed
or printed in columns in the Details section of a report.
DSN
- Short for Data Source Name. A DSN connects to a database through an ODBC
driver. The DSN contains database name, directory, database driver, UserID,
password, and other information. Once you create a DSN for a particular
database, you can use the DSN to retrieve information from that database.
ODBC - Short for Open DataBase Connectivity. A standard database access
method developed by Microsoft. ODBC enables users to access any data from any
application, regardless of which Dataase Management System (DBMS) handles the
data.
Two Pass
Formula Function. A two pass formula is a formula
that requires two passes through the data for completion. The first pass
performs some calculation or selection and the second pass performs a
calculation or selection that uses the result generated by the first pass.
An example of a two pass
formula is one that calculates the sales for each sales representative as a
percent of total company sales. The first pass sums the sales for each
representative to arrive at total company sales. The second pass divides the
sales per representative by total company sales to calculate the percent of
total sales.
Feedback
Please send any feedback
about this document to mailto:documentation@insightdirect.com?subject=Crystal
Reports Feedback. Please note that this email will not go to Technical
Support. To receive technical support, please enter a support ticket by logging
into the member
center at http://www.insightdirect.com/support.html and clicking the Log
a New Support Ticket link.
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ServiceCEO is a registered
trademark of Insight Direct, Inc. in the U.S. and/or other countries. Other
parties' marks are the property of their respective owners and should be
treated as such.
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